Greg Pang, Chip Rockey, Naj Altaf, Jason Wright, Rob Gole, Gene Rucker
Q What services do you or your firm provide?
A Our experienced and trusted advisors offer an array of financial services for all ages and income ranges within Maryland and Virginia. You might be new to managing your personal finances, but we’re not. With more than 100 years of combined experience, over 2,500 clients served, and $600 million in assets under management, we’ll guide you every step of the way as you embark on your financial journey. Our services include: Financial Planning, Retirement Planning, Investment and Wealth Management, Asset Transitions and Titling, Estate Planning, Tax and Education Planning, 401(k) and 403(b) Planning.
Q What makes your client experience unique?
A Everyone is unique, so at the heart of our planning process, we focus on getting to know you and what’s most important to you. Our financial planning process begins with carefully listening to the needs and goals of each individual, family and business we serve. We start by reviewing the health and composition of your complete financial picture and thoroughly analyzing your risk tolerance, current asset allocation, and financial milestone goals. Our in-depth discovery process helps us understand your defining values, priorities and concerns so we can help you invest in what matters most. With this information, we help you make confident decisions about your wealth and tailor a financial plan to your desired current and future outcomes. Throughout your life, from one generation to the next, we are here to help you find your financial solution and create a brighter financial future.
“Truly value the one-on-one personalized financial advisory services provided. Honest, fair, always put my interests and needs first.” – Five-year client of Capital Harvest Wealth Partners (Non-compensated client testimonial; may not represent all client experiences; no guarantee of future performance or success.)
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Please visit our website for additional disclosures.
